Parsec Financial Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Parsec Financial Management, Inc.
- $2.37 Billion
- Q1 2023
A detailed history of Parsec Financial Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Parsec Financial Management, Inc. holds 352,206 shares of SCHM stock, worth $27.8 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
352,206
Previous 364,855
3.47%
Holding current value
$27.8 Million
Previous $23.9 Million
0.17%
% of portfolio
1.01%
Previous 1.07%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio